WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 256 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $301,000 | -55.3% | 8,133 | -47.2% | 0.02% | -45.0% |
| Q1 2022 | $674,000 | -93.1% | 15,391 | -93.2% | 0.04% | -92.6% |
| Q4 2021 | $9,808,000 | +13.2% | 226,411 | +14.0% | 0.54% | +1.1% |
| Q3 2021 | $8,664,000 | -4.7% | 198,581 | -0.3% | 0.54% | -2.0% |
| Q2 2021 | $9,094,000 | +6.2% | 199,090 | +3.1% | 0.55% | -2.3% |
| Q1 2021 | $8,562,000 | +14.8% | 193,014 | +6.4% | 0.56% | +6.0% |
| Q4 2020 | $7,461,000 | +23.8% | 181,354 | +6.1% | 0.53% | +8.2% |
| Q3 2020 | $6,026,000 | -1.4% | 170,992 | +1.0% | 0.49% | -19.0% |
| Q2 2020 | $6,114,000 | – | 169,232 | – | 0.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Larson Financial Group LLC | 176,915 | $7,308,000 | 4.78% |
| MENLO ADVISORS LLC | 134,315 | $5,548,000 | 3.88% |
| Spectrum Asset Management, Inc. (NB/CA) | 127,923 | $5,285,000 | 3.38% |
| AVANTAX ADVISORY SERVICES, INC. | 1,818,803 | $75,073,000 | 3.04% |
| Elwood & Goetz Wealth Advisory Group, LLC | 77,738 | $3,211,000 | 2.54% |
| MKD WEALTH COACHES, LLC | 59,191 | $2,445,000 | 2.54% |
| Accredited Investors Inc. | 314,347 | $12,986,000 | 2.50% |
| Cornerstone Capital, Inc. | 347,380 | $14,350,000 | 2.23% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 458,000 | $18,920,000 | 2.19% |
| GM Advisory Group, LLC | 169,148 | $6,987,000 | 2.17% |